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Want to Manage Products? Go to the AdsEra Products Page → The Products page is your central catalog for all goods and services you offer. Creating products here allows you to associate them with specific Deals in your CRM pipelines, making it easy to track what you’re selling and manage your sales process effectively. The main Product List page.

The Product List

This page displays all the products you’ve created in a clear, sortable table.
  • Search: Use the search bar at the top to quickly find a product by name.
  • New Product: Click the ”+ New Product” button in the top-right to open the creation panel.

Understanding the Table Columns

ColumnDescription
NameThe name of the product, along with its description.
Last UpdatedThe date and time the product was last modified.
MailThe contact email associated with this product (optional).
WebsiteA link to the product’s webpage (optional).
StatusA color-coded tag indicating if the product is Active or Deactive.
⋮ (Actions)A menu to Edit or Delete the product.

Creating and Editing a Product

Clicking ”+ New Product” or the Edit option on an existing item will open a side panel where you can define all the product’s details. The Create/Edit Product side panel.
  • Name of the Product (Required): A clear, descriptive name for your product or service.
  • Mail (Optional): A contact email for product-specific inquiries.
  • Website (Optional): A direct link to the product’s landing page.
  • Description (Optional): A multi-line field to add more detailed information about the product.
  • SKU (Optional): The Stock Keeping Unit or any unique internal identifier for the product.
  • Unit (Optional): The unit of measurement (e.g., “per user,” “kg,” “license”).
  • Quantity (Optional): The available stock quantity.
  • Price (Optional): The price of a single unit.
  • Currency: The currency for the price (e.g., INR, USD).
  • Active: The product is available and can be added to new deals.
  • Deactive: The product is archived or unavailable and cannot be added to new deals.
Once you’ve filled in the details, click “Create Product” or “Save Changes” at the bottom of the panel to save your work.

How Products Integrate with Deals

The primary purpose of creating products in AdsEra is to link them to your sales process.

Connecting Products to Deals

When you create or edit a Deal in one of your Pipelines, you can associate one or more of these products with it. This helps you:
  • Automatically calculate the deal’s total value.
  • Track which products are selling the most.
  • Provide your sales team with clear information about what’s included in each potential sale.